Issue updating Start Date with Actual Costs

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Article ID: 222534

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Updated On:

Products

Clarity PPM On Premise

Issue/Introduction

I cannot change the start date of the assignment/task because there are transactions posted incorrectly to a prior date.

 

 

Cause

Assignment/task start date uses the transaction date as the earliest date of the task/assignment and cannot be change.

Even adjusting the transaction and moving the date into the future does not allow the start date to be changed to a future date.

Environment

Release : 15.9.2

Component : CLARITY PROJECT MANAGEMENT

Resolution

If it is necessary to change the start date on the task a suggestion would be to

  • Transfer all the transactions to a new project using WIP Adjustments/Transfer option and change the date to the correct dates
  • Purge Financial Tables for the original project
    • Change the Financial Status to Closed on the original project 
    • You should then be able to delete the assignments
  • Transfer the transactions back to the original project

 

Note: This will only work when there are no timesheet postings.

 

Additional Information

Reference 

Start and Finish dates on Investments, Allocations, Tasks and Assignments